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    E

    Estee Lauder Companies Inc (EL)

    Official site

    CONSUMER DEFENSIVE • HOUSEHOLD & PERSONAL PRODUCTS • NYSE

    $107.22
    +5.63 (+5.54%)

    Market Cap: $36.81B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    95%(37/39)
    Avg Surprise
    +36.02%
    Streak
    13 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.51
    Range$0.45 - $0.59
    21 analysts
    EPS Revisions
    1
    0
    7d
    11
    4
    30d
    EPS Estimate DriftChange to current
    90d ago$0.47+6.9%
    60d ago$0.48+6.5%
    30d ago$0.51+0.4%
    7d ago$0.51+0.4%
    Current$0.51
    Revenue Consensus
    $3.6B
    Range$3.6B - $3.7B
    18 analysts
    Period ending Dec 31, 2026
    EPS Consensus$1.21
    Range$1.16 - $1.28
    20 analysts
    EPS Revisions
    1
    0
    7d
    11
    4
    30d
    EPS Estimate DriftChange to current
    90d ago$1.18+2.9%
    60d ago$1.17+3.0%
    30d ago$1.21+0.2%
    7d ago$1.21+0.2%
    Current$1.21
    Revenue Consensus
    $4.4B
    Range$4.4B - $4.5B
    17 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.21---
    Sep 26EST
    		-$0.51---
    Jun 26
    Reported Aug 19
    		$0.39$0.32+21.88%Beat+333.3%
    Mar 26
    Reported May 1
    		$0.91$0.65+40.00%Beat+40.0%
    Dec 25
    Reported Feb 5
    		$0.89$0.83+7.23%Beat+43.5%
    Sep 25
    Reported Oct 30
    		$0.32$0.18+77.78%Beat+128.6%
    Jun 25
    Reported Aug 20
    		$0.09$0.08+8.70%Beat-85.9%
    Mar 25
    Reported May 1
    		$0.65$0.31+109.68%Beat-33.0%
    Dec 24
    Reported Feb 4
    		$0.62$0.32+93.75%Beat-29.5%
    Sep 24
    Reported Oct 31
    		$0.14$0.10+40.00%Beat+27.3%
    Jun 24
    Reported Aug 19
    		$0.64$0.27+137.04%Beat+814.3%
    Mar 24
    Reported May 1
    		$0.97$0.50+94.00%Beat+106.4%
    Dec 23
    Reported Feb 5
    		$0.88$0.56+57.14%Beat-42.9%
    Sep 23
    Reported Nov 1
    		$0.11$-0.20+155.00%Beat-92.0%
    Jun 23
    Reported Aug 18
    		$0.07$-0.04+275.00%Beat-83.3%
    Mar 23
    Reported May 3
    		$0.47$0.51-7.84%Miss-75.3%
    Dec 22
    Reported Feb 2
    		$1.54$1.29+19.38%Beat-48.8%
    Sep 22
    Reported Nov 2
    		$1.37$1.31+4.58%Beat-27.5%
    Jun 22
    Reported Aug 18
    		$0.42$0.33+27.27%Beat-46.2%
    Mar 22
    Reported May 3
    		$1.90$1.67+13.77%Beat+17.3%
    Dec 21
    Reported Feb 3
    		$3.01$2.64+14.02%Beat+15.3%
    Sep 21
    Reported Nov 2
    		$1.89$1.70+11.18%Beat+31.3%
    Jun 21
    Reported Aug 19
    		$0.78$0.50+56.00%Beat+247.2%
    Mar 21
    Reported May 3
    		$1.62$1.32+22.73%Beat+90.6%
    Dec 20
    Reported Feb 5
    		$2.61$1.69+54.44%Beat+23.7%
    Sep 20
    Reported Nov 2
    		$1.44$0.90+60.00%Beat-13.8%
    Jun 20
    Reported Aug 20
    		$-0.53$-0.19-178.95%Miss-182.8%
    Mar 20
    Reported May 1
    		$0.85$0.76+11.84%Beat-45.2%
    Dec 19
    Reported Feb 6
    		$2.11$1.90+11.05%Beat+21.3%
    Sep 19
    Reported Oct 31
    		$1.67$1.60+4.38%Beat+18.4%
    Jun 19
    Reported Aug 19
    		$0.64$0.53+20.75%Beat+4.9%
    Mar 19
    Reported May 1
    		$1.55$1.30+19.23%Beat+32.5%
    Dec 18
    Reported Feb 5
    		$1.74$1.54+12.99%Beat+14.5%
    Sep 18
    Reported Oct 31
    		$1.41$1.23+14.63%Beat+16.5%
    Jun 18
    Reported Aug 20
    		$0.61$0.56+8.93%Beat+19.6%
    Mar 18
    Reported May 2
    		$1.17$1.07+9.35%Beat+28.6%
    Dec 17
    Reported Feb 2
    		$1.52$1.44+5.56%Beat+24.6%
    Sep 17
    Reported Nov 1
    		$1.21$0.97+24.74%Beat-
    Jun 17
    Reported Aug 18
    		$0.51$0.43+18.60%Beat-
    Mar 17
    Reported May 3
    		$0.91$0.73+24.66%Beat-
    Dec 16
    Reported Feb 2
    		$1.22$1.17+4.27%Beat-

    Dividends

    Dividend Metrics

    Forward Yield1.31%
    Forward Annual Dividend$1.40
    Payout Ratio278.69%
    FrequencyQuarterly
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR-17.13%
    5Y CAGR-1.24%
    EL dividend history and ex-dividend datesRun EL in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio42.72EV/EBITDA27.39x
    Price/FCF29.52xFCF Yield3.39%
    Profitability
    Profit Margin1.21%Operating Margin7.00%
    ROE4.75%ROIC4.45%
    Financial Health
    Debt/Equity1.92xInterest Coverage2.28x
    Current Ratio1.22xQuick Ratio0.90x
    Trading Statistics
    Beta1.26Avg Volume2.97M
    52-Week High$120.3852-Week Low$65.74

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$97.40
    SMA 20$96.28
    SMA 50$96.09
    SMA 200$91.31
    EMA 10$99.16
    EMA 20$97.52
    EMA 50$95.02
    EMA 200$89.94

    MACD

    Line: 1.60Signal: 0.38Hist: 1.21

    ADX

    ADX: 18.2+DI: 35.7-DI: 15.2

    Aroon & PSAR

    Aroon Up100.0
    Aroon Down60.0
    PSAR$90.96

    Bollinger Bands

    Upper Band$104.34
    Lower Band$88.22
    %B Position1674%(Upper)
    Band Width1.18

    RSI (14-Day)

    Overbought
    70.6

    Momentum Oscillators

    Stoch %K96.5
    Stoch %D92.5
    Williams %R-0.6
    ROC (10d)18.9%
    Momentum17.02
    CCI (20d)222.7
    MFI (14d)74.3

    Volatility Measures

    ATR (14d)$3.35(3.1%)
    StdDev (20d)4.03
    Hist Vol37.7%(Moderate)

    Volume Flow

    VWAP$105.51
    OBV50.6M
    AD Line-464.8M
    CMF (20d)0.041

    Volume Metrics

    Avg Vol (20d)3.0M
    Vol Ratio1.2x
    VWMA (20d)$96.11

    Pivot Points

    R3$105.51
    R2$103.58
    R1$102.59
    Pivot Point$100.65
    S1$99.66
    S2$97.73
    S3$96.73

    Advanced Oscillators

    TSI12.56
    Ultimate Osc73.2
    KST-0.82

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$3.63B$3.71B$4.23B$3.48B$3.41B$3.55B$4.00B$3.36B$3.87B$3.94B$4.28B$3.52B
    Cost of Revenue$890.00M$876.00M$994.00M$927.00M$955.00M$889.00M$957.00M$928.00M$1.09B$1.11B$1.15B$1.07B
    Gross Profit$2.74B$2.84B$3.23B$2.55B$2.46B$2.66B$3.05B$2.43B$2.78B$2.83B$3.13B$2.45B
    Operating Expenses$2.78B$2.59B$2.83B$2.38B$2.85B$2.35B$3.63B$2.55B$3.01B$2.30B$2.55B$2.35B
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$2.48B$2.28B$2.63B$2.30B$2.31B$2.26B$2.58B$2.30B$2.44B$2.28B$2.54B$2.35B
    Operating Income$-39,000,000$249.00M$401.00M$169.00M$-390,000,000$306.00M$-580,000,000$-121,000,000$-233,000,000$531.00M$574.00M$98.00M
    Interest Income$24.00M$15.00M$21.00M$30.00M$29.00M$27.00M$23.00M$35.00M$41.00M$45.00M$40.00M$41.00M
    Interest Expense$81.00M$82.00M$85.00M$86.00M$88.00M$87.00M$90.00M$92.00M$91.00M$94.00M$98.00M$95.00M
    Income Before Tax$-104,000,000$179.00M$333.00M$109.00M$-451,000,000$241.00M$-650,000,000$-180,000,000$-279,000,000$486.00M$519.00M$46.00M
    Income Tax Expense$12.00M$90.00M$171.00M$62.00M$95.00M$82.00M$-60,000,000$-24,000,000$7.00M$151.00M$195.00M$10.00M
    Net Income$-116,000,000$89.00M$162.00M$47.00M$-546,000,000$159.00M$-590,000,000$-156,000,000$-286,000,000$335.00M$324.00M$36.00M
    EBITDA$151.00M$447.00M$594.00M$365.00M$-182,000,000$505.00M$-376,000,000$85.00M$-18,000,000$741.00M$782.00M$303.00M
    EBIT$-47,000,000$246.00M$397.00M$165.00M$-392,000,000$301.00M$-583,000,000$-123,000,000$-229,000,000$535.00M$577.00M$100.00M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Former Estée Lauder Executive John Demsey Departs Gap Inc. Amid Beauty Expansion

    John Demsey, former Estée Lauder executive, has left Gap Inc. as the fashion retailer continues to expand its beauty category. Demsey, who joined in 2025 as Executive Director of Beauty...

    Global Cosmetics News•10/16/26•Neutral

    What John Dempsey’s Departure Reveals About Gap Inc.

    John Demsey has departed his advisory role at Gap Inc. after successfully relaunching Gap fragrance and setting the strategy for Old Navy beauty. His exit is seen as a mission accomplished...

    Puck•10/15/26•Neutral

    Ulta Beauty price keeps rising - Forecast today - 15-10-2026

    Ulta Beauty (ULTA) has seen consistent gains due to strong support above its 50-day Simple Moving Average and an ascending trendline...

    Economies.com•10/15/26•Somewhat-Bullish

    Amid an executive shakeup, Gap Beauty expands with its first gourmand fragrance

    Gap Beauty has launched "Bliss," its first gourmand fragrance, as a limited-edition holiday scent, marking a shift from its initial focus on '90s nostalgia. This expansion...

    Glossy•10/15/26•Neutral

    Is Procter & Gamble Stock Priced Right Against Its Peers?

    Procter & Gamble (PG) stock currently trades at a lower P/E ratio than Church & Dwight despite higher operating margins and faster revenue growth. This suggests investors are pricing in concerns about P&G's slowing...

    Trefis•10/14/26•Neutral

    EL Valuation and Fair Value

    P/E
    42.7x
    Forward P/E
    29.8x
    EV/EBITDA
    27.4x
    P/FCF
    29.5x
    PEG
    2.1x
    P/B
    10.2x
    See GNG's fair value

    EL Profitability: Margins, ROIC and FCF

    Gross margin
    75.5%
    Operating margin
    7.0%
    Net margin
    1.2%
    ROIC
    4.5%
    ROE
    4.8%
    FCF margin
    8.7%
    FCF yield
    3.4%

    EL Competitors

    CompanyTicker
    Sysco CorporationSYY
    Kroger CompanyKR
    Archer-Daniels-Midland CompanyADM
    Kenvue Inc.KVUE
    Fomento Economico MexicanoFMX
    Hershey CoHSY
    Keurig Dr Pepper IncKDP
    Kimberly-Clark CorporationKMB

    Sector: Consumer Defensive

    EL Analyst Ratings

    Consensus
    Buy
    Analysts
    30
    Strong Buy
    5
    Buy
    9
    Hold
    15
    Sell
    1
    Strong Sell
    0

    EL Bull Case vs Bear Case

    Bull case

    • EL beat EPS estimates in 100.0% of its last 8 reported quarters.

    Bear case

    • EL trades at 42.7x trailing earnings.

    EL Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    49.9%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.51
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    11 up, 4 down

    EL Dividend

    Forward yield
    1.3%
    Payout ratio
    278.7%
    3Y DPS growth
    -17.1%
    5Y DPS growth
    -1.2%
    Pay months
    Mar, Jun, Sep, Dec
    EL dividend history

    Frequently Asked Questions About EL

    What is EL's current dividend yield?

    Estee Lauder Companies Inc (EL) has a forward dividend yield of 1.31%.

    Does EL pay dividends?

    Yes, Estee Lauder Companies Inc pays dividends with a forward dividend yield of 1.31%.

    What is EL's P/E ratio?

    Estee Lauder Companies Inc has a price-to-earnings (P/E) ratio of 42.72.

    What is EL's market cap?

    Estee Lauder Companies Inc (EL) has a market capitalization of $36.81B with a current stock price of $107.22.

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